See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,929 | $135,635+13.5% | $110,238+39.6% | $135,375+13.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.15% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,524 | $4,906-68.9% | $3,826-60.2% | $4,779-68.1% |
| Participant deferral / active EE | $5,427 | $5,506-1.4% | $4,672+16.2% | $5,609-3.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |